Managing relationship types

Find the relationship type you want to edit. Use the filters if needed.

Click the edit icon on the right side.

Click the Save button when you're done updating the details.

Managing employees

Last Updated: January 8, 2018

To view or edit existing employees:

Go to the menu.

Go to Relationships > Employee.

You will see a list of all the employees created. Using the available filters, you can search for the employee you're looking for. If you need to update or edit an employee's details, you can click on the edit icon on the right.

Employee's entity types: If the employee is to become another entity type, you must update the Entity type textfield in order for them to be retrieved from other non-employee entity-related management functions in the admin. Note that employees transacting in KRISP POS will automatically be tagged as a customer.

Password reset: Click on the Reset password button to prompt a system email to be sent to this employee's email address. This email contains simple steps to set their new password. Alternatively, if the employee forgets their password, there is a link from the login page which allows them to reset the password.

Register PIN: The PIN would be available only after the employee record is saved. Hover on the Reset PIN button to view the PIN number for this employee. As an administrator, you will need to provide this PIN number to the employee. To reset the PIN, just click on the Reset PIN button, then hover over it again to view.

Managing currency and denominations

Last Updated: January 8, 2018

Currency defines a legal tender. Currencies are defined by their name, code, and symbol. Additionally, currency denominations can be defined. Denominations are primarily used for till management. The application comes pre-loaded with currency definitions. But you can still add or edit existing entries.

Managing suppliers

Using search filters, identify the supplier which you want to view or edit.

Click the edit icon on the right.

Update the necessary fields. Note that if a supplier's entity type needs to change, you need to update the Entity type textfield, so they can be retrieved from other non-employee and entity-related management functions in the admin.

If you're editing a register, an option to reset the device will be available. Resetting the device removes the unique 'register device' to 'physical register' relationship, freeing up the register device (and physical register) to be used elsewhere.

Preferences management

KRISP preferences are predefined parameters that allow the configuration of the application, as well as look and feel, e.g. cash drawer (till) float, administration inactivity timeout, or tax inclusive / exclusive settings.

Preferences are hierarchical and can be defined at the location, subsidiary, and account levels. Additionally, the predefined system defaults may be available as a base setting. When a setting is not defined, the system will seek a value for the setting by inheritance within the hierarchy.

Note:
Settings, and their availability to be set, are predefined, i.e. cash rounding can be defined at the subsidiary level, but not at the location level.

In summary:

System default is the top level. When no other setting has been defined, the application will look to apply this setting.

Account is at the top user level setting, and when a preference is set at this level, by default, the subsidiary and location will inherit these preferences.

Subsidiary is the middle level, and will inherit the account level setup. You have the option to override what has been set at account level.

Location is the lowest level, and will inherit the subsidiary level setup. You have the option to override what has been set at subsidiary level.

User preferences listing:

The preference listing illustrated are user defined listings, i.e. it lists all location, subsidiary, or account listings set during user configuration of the account.

Editing user preferences:

Go to the menu.

Go to Setup > Company > Preferences.

On the preferences page, find the user preference you want to change, and then click Edit.

You will see each of the preferences listed, with their default values.

From the Preference type dropdown, choose either account, subsidiary, or location.

If subsidiary is chosen, select a specific subsidiary.

- If location is chosen, select a specific location.

Edit the value on each preference line as needed.

Click the Save button.

Note:
The preferences are typically related to system settings, and therefore updates will ONLY take effect when the browser is refreshed.

List of preferences:

Cart:

Non-validated reason code required

Requiring post-void transaction item reason code

Post-void transaction reason code required

Void transaction item reason code required

Void transaction reason code required

Checkout

Defaults on-account transactions to zero

Discount

Discount reason code required

Email attachment templates

Email attachment template (deposit)

Email attachment template (layby)

Email attachment template (on account)

Email attachment template (pre-order)

Email attachment template (quote)

Email attachment template (reserved)

Email attachment template (sale)

Email templates

Email body template (deposit)

Email body template (layby)

Email body template (on account)

Email body template (pre-order)

Email body template (quote)

Email body template (reserved)

Email body template (sale)

Entity

Default price level

Legal age

Inactivity

Inactivity idle threshold (seconds)

Inactivity logout trigger (seconds)

KRISP POS inactivity idle threshold (seconds)

KRISP POS inactivity logout trigger (seconds)

Inventory

Include back order

Inventory transfer

Auto receipt

Auto receipt hours

Use status pack

Use status pick

Use status ship

Item management

Default new item location from default

Restrict pricebook to currency

List

Number of audit log rows in list

Number of rows in list

Price book

Allow current price book update

Print templates

Print template (deposit)

Print template (layby)

Print template (on account)

Print template (pre-order)

Print template (quote)

Print template (reserved)

Print template (sale)

Promotion

Allow promo coupon stacking

Allow promo discount stacking

Allow stacking with transaction promotions

Apply best promotion

Receipt printing

Integrated payment gateway printing

Print payment gateway merchant receipt

Register

Allow $0 sale

Allow cross subsidiary administration

Allow editing of deposit

Allow editing of layby

Allow fulfillment of unpaid deposit

Allow fulfillment of unpaid layby

Allow pickup from alternate subsidiary

Allow sale done with balance

Apply the quantity break based on the item's quantity in cart

Barcode minimum character threshold

Barcode time threshold (milliseconds)

Display matrix child items

Display matrix parent items

Item drilldown - only show locations with inventory

KRISP POS hotkey template

Return - tax line round

Return - use actual sales price

Reports

Customer drilldown transaction history days (today - days)

System settings

Default barcode average time per character

Default barcode minimum barcode length

Default barcode time before scan test

KRISP POS internet availability threshold

KRISP POS internet check delay

Task management

Alert on create and change of assignee

Allow display on the register

Send alert via email

Send alert via sms

Send alert via sms or email (refer to above) of % change

Send alert via sms or email (refer to above) of 100% (close)

Set the task to close when the parent task closes

Tax

Tax inclusive inline

Till management

Allow correction

Chit template

Currency

Denominations configuration

Float default

Restrict to an employee

Shift identification

Till summary template

Hotkey templates

Last Updated: September 6, 2018

Hotkey templates allow retailers to organize their items in the workplace. Hotkey templates can be associated with all locations in an account, all locations within a subsidiary, or specifically with a location.

Example: For an organisation that sells different products at different stores, each of these locations will require different hotkeys.

Hint:
Typically, hotkeys are used to provide quick access to items that 1) do not have a barcode, i.e. cannot be scanned, 2) are frequently used, and 3) are associated to specials or promotions.

Creating a hotkey template:

To create a template:

Go to menu.

Go to Setup > Hotkeys > Templates.

Click on the Add button.

By default, all the hotkey groups will be shown when you first create a new template. You can adjust the template as needed.

Adding or removing items and / or classes:

If you want to not include a hotkey on the template, just uncheck the checkbox for that group.

Editing the name and image of the group:

Click the edit icon beside the name.

You can now change the name or image URL of the group.

Note:
You can click on the hotkey group name to see the list of items or classes defined inside the group, and you can click the edit icon beside the names to edit those as well.

Similarly, to disallow the item or class from being included in this template, you can just uncheck the box for the item or class.

You can also click on Add to add new items or classes to this hotkey template.

Adding multi-level hotkey templates:

Multi-level hotkey is a hierarchical structure of displaying the items in the workplace. Note that the best practice is to not exceed three levels.

To add a multi-level hotkey:

Create or edit an existing template.

Add a new group. This group will be the first level. Choose between item or classification.

Click Save.

Click your first level group. You’ll notice that there is a new Add button.

Click Add to add a new group. This new group will be your second level.

Same as above, choose item or classification.

Click Save.

Repeat the steps until you’ve reached your desired level.

Repositioning:

The hotkeys can be arranged or repositioned by dragging the hotkeys.

Click and hold the hotkey you want to reposition.

Drag it to the desired place.

Applying the hotkey template:

After your templates have been defined, you can now apply it on your POS.

Go to menu.

Go to Setup > Company > Preferences.

Select Register from the sidebar.

Click Edit.

Find the POS hotkey template.

You can choose to edit this at the Account, Subsidiary, or Location level.

Choose the template that you created from the dropdown.

Click Save.

Point-of-sale:

Newly-assigned templates will become available at POS under any of the following conditions:

The register is started for the first time in a day.

The cashier forces a re-sync.

A time greater than 10 minutes has elapsed since the hotkey was applied to the location, and (b) the cashier logs off and logs on.

Loyalty points

Last Updated: September 6, 2018

Loyalty points are accumulated by a customer when buying items which can earn them points.

Points can be set at the item location level, price level, and on a promotion.

In the loyalty multiplier field, enter the multiplier you want applied for the customers.

Loyalty multiplier via price levels:

Points can additionally be set on a price level.

Go to menu.

Go to Setup > Lists > Price level.

Click the edit icon for the price level you want to edit.

You will see a popup where you can edit the loyalty multiplier field.

Loyalty multiplier via promotions:

Points can additionally be set on a promotion.

Go to menu.

Go to Concessions > Promotions.

Click General on the left sidebar.

Enter preferred multiplier in the the loyalty multiplier field.

Loyalty multiplier on the POS:

On a single transaction line, if the item has multipliers set at the item location, promotion, price level, then the points will be multiplied by each of the multipliers.

Example:

Item retails for $10

Loyalty multiplier on item location = 2

Loyalty multiplier of promotion = 2

Loyalty multiplier on price level = 3

Total points accumulated on a single transaction for this item will be 120 (10 x 2 x 2 x 3).

Managing effective dates on pricebooks

Last Updated: September 6, 2018

Prices will only be effective during the period defined in the price book.

A price book without an ‘available to’ date will be active indefinitely. If you need to set an expiry for the price book, edit the price book and set an ‘available to’ date. To view your price books:

Go to menu.

Go to Product > Price books.

Note:
In the system preferences, 'Allow current price book update' allows or disallows a current effective price book to be edited. Best practice is to NOT edit a currently active price book where the 'available to' date is earlier than the current date.

Exchange rates

Last Updated: September 6, 2018

Exchange rates are setup:

When you are purchasing and receiving inventory in a currency that is different from your base currency.

When you are accepting multiple currencies at the register.

To setup an exchange rate:

Go to menu.

Go to Setup > Finance > Exchange rates.

Click the Add button.

You will be redirected to a form that you need to fill out:

Effective date: Set a date when the rate is effective.

Currency from: Set currency from.

Currency to: Set currency to.

Rate: Set rate which the amount from ‘currency from’ is equivalent to ‘currency to’.

Click the Save button.

Example:

Currency from: United States Dollar

Currency to: Philippine Peso

Rate: 53.49

For 08/23/18, 1 US Dollar = 53.49 PH Peso

Item locations

Last Updated: September 6, 2018

Item location details determines:

Where the specific item can be sold.

Key attributes of the item at that location.

A few things to note:

You can define multiple locations for one item.

You MUST have a minimum of one (1) item location record for each item.

A default location per currency can be used to identify default item location details.

Inventory tracked items MUST have one (1) item location record per store.

To add or update an item location details:

Go to menu.

Go to Product > Items.

Click Item location on the left sidebar.

Find the item location you want from the list. You can also use the filters if necessary. Or click the plus icon to add a new item location record.

You will be redirected to a form that you have to fill out. The fields listed below may vary based on the item type.

Default: Check this to set the location as the primary item location.

Location: Choose location where the item will be available.

Price book: Choose price book to set the price of the item.

MSRP: Set manufacturer suggested retail price.

Floor price: Lowest price that the seller will accept.

Tax group: Set tax group for the item.

Loyalty multiplier: Add loyalty multiplier for the item.

Cost price: Total cost set by the manufacturer in producing the item.

Landed cost: Total cost of a landed shipment including purchase price, freight, and other costs up to the port of destination.

Shipping cost: Cost in transporting an item from the store to the customer’s location.

Handling cost: Cost implied on consumer other than selling price of product. These includes packaging and the likes.

Min: Set suggested minimum quantity for the item.

Max: Set suggested maximum quantity for the item.

Safety stock: Set an additional quantity of an item in order to reduce the risk that the item will be out of stock.

Back order quantity: Shows item quantity in pending purchase order (cannot be inputted)

Back order ETA: Estimated time for the purchase order to received (cannot be edited).

Last replenishment: Displays the date of last restock (cannot be edited).

Checkboxes:

Available for pickup: Determines whether the item can be marked for pickup (at later date).

Available to ship: Determines whether the item can be shipped to the customer.

Available for transfer: Allows the option for the item to be transfer from one store location to another.

Allow manual discount: Allows the option for the cashier to apply a manual discount to the item. This is pre-set to true.

Available on web: Determines if the item is available to be sold on the store’s website.

Reorder Determine if the store can re-purchase the item.

For discount and coupon:

Discount percentage: Set a percentage discount for the discount or coupon item to be applied in the cart.

Discount amount: Set a fix amount markdown for the discount or coupon item to be applied in the cart.

For payment and service charge:

Charge percentage: Set a percentage charge for every service rendered or goods supplied.

Charge amount: Set an extra fix amount for every service rendered or goods supplied.

Location tab (display only):

Identifies the location/s and Location attributes associated to the Item Location

Location: Examples are store and hold locations.

Available: Available to be sold, excludes any reserved or in transit quantities.

On hand: Available in store regardless of any reserved or in transit quantities.

In transit: Quantities currently between locations.

Average cost: Average cost of the item.

Total cost: Total cost of the item.

Supplier:

Identifies suppliers of the item to the item location.

Click the Save button once required details have been entered.

Managing certificates

Last Updated: September 6, 2018

Reason code and comments are the only certificate fields that can be manually updated.